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Mendel Capital Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Mendel Capital Management’s Portfolio GVI Stock Details GVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,154
Closed -$218K – 94
2023
Q3 		$218K Hold
2,154
– – 0.18% 82
2023
Q2 		$222K Sell
2,154
-378
-15% -$39.3K 0.18% 87
2023
Q1 		$265K Buy
+2,532
New +$262K 0.24% 68

Other funds holding GVI

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Mendel Capital Management's GVI Position: Q4 2023 in Review

Mendel Capital Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2023, closing a stake of 2,154 shares — an estimated $218K sold.

Mendel Capital Management first reported a position in GVI in Q1 2023 and held it in 3 quarters. The position peaked at $265K in Q1 2023. 270 funds tracked by Wall St. Rank hold GVI as of Q4 2023.

  • Mendel Capital Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Mendel Capital Management sold 2,154 iShares Intermediate Government/Credit Bond ETF shares in Q4 2023, an estimated $218K.
  • Mendel Capital Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2023 and held it in 3 quarters.
  • Mendel Capital Management's iShares Intermediate Government/Credit Bond ETF position peaked at $265K in Q1 2023.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2023.

Based on Mendel Capital Management's 13F filing for Q4 2023, filed 26 Jan 2024.